HPE: FY26 Q1 earnings call, Mar 9, 2026
On its Mar 9, 2026 earnings call (FY26 Q1), Hewlett Packard Enterprise said 6 of the 10 words Kalshi listed; Parrot’s count agreed with all 10 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
10 words · 6 settled yes · our count agreed on 10 of 10- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Synergy | Yes | 13 | 14 | ✓ | 80%n=1+tx from settlement history blended with transcripts | – |
| Backlog | Yes | 7 | 9 | ✓ | 93%n=1+tx from settlement history blended with transcripts | – |
| Execution | Yes | 6 | 6 | ✓ | 89%n=1+tx from settlement history blended with transcripts | – |
| Self Driving | Yes | 4 | 4 | ✓ | 35%transcripts from the transcript model | – |
| Tariff | Yes | 2 | 2 | ✓ | 75%n=1+tx from settlement history blended with transcripts | – |
| Government | Yes | 1 | 1 | ✓ | 68%n=1+tx from settlement history blended with transcripts | – |
| Nvidia | No | 0 | 0 | ✓ | 92%n=1+tx from settlement history blended with transcripts | – |
| Supercomputing / Super Computing | No | 0 | 0 | ✓ | 79%n=1+tx from settlement history blended with transcripts | – |
| Morpheus | No | 0 | 0 | ✓ | 74%n=1+tx from settlement history blended with transcripts | – |
| Quantum | No | 0 | 0 | ✓ | 59%n=1+tx from settlement history blended with transcripts | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
6 matches for “Aruba”; 5 quoted, at least 25 words apart.
…7 access points sold, with devices connected to both our Mist and Aruba Central cloud platforms up 28%. In data center switching, orders increased mid-40%…
…completed our networking sales integration in Q1 by merging our Juniper and Aruba sales teams into a single HPE networking sales organization. Our focus now…
…a world-class portfolio with the addition of Juniper and the combination with Aruba. And so campus and branch, our value is -- differentiation is in…
…now have the clarity which path to follow between Juniper Mist and Aruba Central. And we did a very good job laying that foundation because…
…is an on-prem virtual private cloud or disconnected requirement, we lead with Aruba Central. And as you recall, last December at our HPE Discover event,…
Where the listed words were said
…integration is complete. We remain on track to achieve our fiscal '26 synergy targets. As we move to our second phase, we are focused on…
…and AI Systems orders. We entered Q2 with a record AI Systems backlog of $5 billion, primarily composed of enterprise and sovereign orders, and our…
…earnings per share, driven by strong performance in Networking and a disciplined execution in Cloud & AI. Our Q1 results give us the confidence to…
…our networking priorities, including driving increased adoption of our highly differentiated AIOps, self-driving networks to capture share and profitability in campus and branch, tapping into…
…mitigate these pressures and protect profitability. Second, following the Supreme Court's recent tariff decision, we continue to monitor developments closely with greater clarity on tariff…
…to play a sovereign role because they have the trust from the governments to become the AI cloud in many of these countries where they…
Agents: this page as TSV at /api/v1/appearances/hewlett-packard-enterprise:2026-03-09:earnings_call · words: /api/v1/brief?appearance=hewlett-packard-enterprise:2026-03-09:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP